Moyosola Aina is a financial advisor at Vanguard Advisers with Series 63 and Series 65 credentials and one year of industry experience. Prior to Vanguard, Aina worked at Boaz Capital LLC and has a background that includes entrepreneurship through ownership of a marketing company, Toppers LLC. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

William Brisley is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm’s scale and digital delivery enable it to manage a large client base through a combined automated platform and team servicing model.

Ryan Mcgowan is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Before joining Vanguard, he held positions with QuintEvents, the New Jersey Devils, and the Carolina Hurricanes. Outside of financial services, he is involved with Suffolk Punch Brewery. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Colby Cossette is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with less than one year of industry experience. Prior to joining the financial sector, Cossette spent 13 years in primary education and has held various roles including at Belmont Abbey College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and employs research-driven strategies grounded in diversification and modern portfolio theory.

Elizabeth Zimmerman is a financial advisor at Vanguard Advisers with 20 years of industry experience. She has been with The Vanguard Group, Inc. since 2006 and holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs.

Abbi Seid is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021, following five years at CPI Security Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages client portfolios largely with Vanguard funds and ETFs.

Andrew Harris is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. His prior roles include positions at Greenway Wealth Advisors, Sapere Wealth Management, and Story Financial Planning, as well as a development consulting role assisting with fundraising at Reformed Theological Seminary. Vanguard Advisers provides both automated and human-supported investment advice for retail investors and eligible retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of clients through a high client-per-advisor ratio and offering a range of customizable portfolio options.

Stefanie Milwood is a financial advisor at Merrill with nine years of industry experience, including ten years at Merrill. She holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Robin Matthews is a financial advisor with Ameriprise in Concord, NC, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, Matthews worked for Wells Fargo Advisors and Wells Fargo Clearing Services for over 15 years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver these services, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic automation to generate recommendations.

Michael Harper is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2009, with brief tenures at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. He is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Taylor is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and several other financial firms. Outside of his advisory role, he is involved with Circle T Holdings Corp. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach featuring proprietary methodologies and primarily uses Vanguard funds and ETFs to construct personalized portfolios.

Allen Roud is the principal advisor at Roud Financial Services, LLC, an independent firm based in Huntersville, NC. He holds the Series 66 designation and has 17 years of industry experience, including two years at Merrill prior to founding his current firm in 2011. Outside of his advisory role, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory and financial planning services to individual clients. The firm employs a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances, offering both ongoing advisory relationships and project-based, hourly planning options.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. Vision Capital & Management offers discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and institutional clients. The firm uses a macro-driven investment process focused on asset-class diversification and correlation strategies, managing portfolios primarily with mutual funds and ETFs, including digital-asset-focused ETFs where appropriate.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.